Accountability & Financials

Building trust through transparency.

United Way ensures financial accountability and ethical standards. Our budget, financial statements, and investments undergo rigorous review and are approved by our Board. Community investments are guided by dedicated volunteers on our Community Investment Process Committee and approved by our Board.

Recognized Transparency

Platinum transparency organization from Candid

We’ve earned the Guidestar/Candid 2024 Platinum Seal of Transparency and Charity Navigator’s Four-Star rating. We also maintain our membership with United Way Worldwide by certifying our adherence to standards that include comprehensive requirements for financial reporting, governance, ethics, diversity and operations. Explore why giving through United Way of Kennebec Valley is a wise choice below.

Kennebec Savings Bank awarded a Cornerstone Business recognition for its involvement in the 2023 campaign.


The responsibility of our external auditors is to express an opinion on our consolidated financial statements based on annual audits. Accordingly, the consolidated financial statements below present fairly, in all material respects, the consolidated financial position of UWKV, and the results of its consolidated activities, cash flows and functional expenses for the years then ended in accordance with U.S. generally accepted accounting principles.


The Form 990 is the annual information return for organizations exempt from federal income tax. It is a public document that provides a source of useful information about a nonprofit organization’s financial and charitable activities. The Form 990 is also a regulatory document used by the IRS to monitor the nonprofit organization for its compliance with tax law.


Our annual reports detail the use of your generous gifts and donations, providing a clear overview of the positive outcomes and community impact you helped us achieve.